Managing your taxes can be one of the most complex aspects of estate planning and a new IRS rule change continues that trend.

The IRS issued Revenue Ruling 2023-2, which had a substantial impact on estate planning, particularly where an irrevocable ...

The years 2025-2026 mark an inflection point for estate, gift and generation-skipping transfer (GST) planning following enactment of the One ...

Learn about the ongoing multi-trillion dollar U.S. wealth transfer and how you as a benefactor or heir can make the most of it through estate planning.

Below, we highlight the most relevant updates for private wealth clients, incorporating additional insights and planning considerations from recent estate and tax law developments. Top Marginal Tax ...

Separately, the lifetime gift and estate tax exemption (the amount you can transfer over your lifetime and at death before paying federal estate or gift tax) is scheduled to rise to an ...

There's only so much control that their grandparents will be able to exercise after they're gone, and the best kinds of gifts don't come with strings attached. All inheritance is treated as separate ...

How wealthy families use grantor trusts, dynasty trusts, offshore structures and shell companies to legally protect billions ...

Any form of US-listed stocks–either stock options or direct stocks–can create significant wealth, but they also carry the ...

In this week's Ask the Editor Q&A, Joy Taylor answers tax questions on the gain exclusion tax break when you sell your home.

Time to trade Giannis? Has Myles Turner lived up to expectations? Beat writer Jim Owczarski answers your questions.

US banks' pre-provision net revenue jumped in the third quarter, reaching its highest point since at least 2012. Read more ...